Heirloom Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Heirloom Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.82M	Buy
2023 Q4	–	Sell
2023 Q3	$4.08M	Buy
2022 Q1	–	Sell
2021 Q4	$6.53M	Buy